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JPMorgan Funds - Europe Equity Plus Fund C (acc) - EUR/  LU1504077964  /

Fonds
NAV10.06.2024 Diff.-0,8300 Ertragstyp Ausrichtung Fondsgesellschaft
191,1500EUR -0,43% thesaurierend Alternative Investments Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2016 - - - - - - - - - - - 4,54 -
2017 0,67 1,70 3,27 2,69 0,75 -1,83 0,14 -0,55 2,82 3,35 -2,52 0,57 +11,39%
2018 1,81 -3,09 -2,50 3,81 0,85 -2,05 2,51 -2,41 1,15 -6,02 -3,74 -4,40 -13,69%
2019 7,84 4,02 2,24 1,45 -3,89 3,96 0,02 -1,47 3,63 1,11 2,69 1,26 +24,83%
2020 -0,72 -10,59 -17,53 10,71 2,19 2,81 -0,24 1,22 -0,28 -7,00 12,97 2,31 -7,84%
2021 -0,39 3,42 8,87 2,09 3,42 0,84 1,95 1,12 -2,58 5,68 -1,48 7,22 +33,86%
2022 -1,99 -5,18 2,81 0,03 -2,02 -8,11 7,80 -3,51 -5,45 6,38 5,50 -2,81 -7,69%
2023 4,78 2,88 -1,69 0,85 -2,11 4,06 0,01 -0,95 0,80 -2,70 5,87 1,88 +14,09%
2024 3,88 3,26 5,46 -0,17 3,22 0,50 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,15% 8,77% 9,60% 14,04% 17,33%
Sharpe Ratio 4,35 3,79 2,17 0,52 0,39
Bester Monat +5,46% +5,46% +5,87% +7,80% +12,97%
Schlechtester Monat -0,17% -0,17% -2,70% -8,11% -17,53%
Maximaler Verlust -2,50% -2,50% -4,40% -17,37% -40,08%
Outperformance +3,23% - -0,75% +2,18% -
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Europe Equity P... thesaurierend 27,2300 +22,38% +15,58%
JPMorgan Funds - Europe Equity P... thesaurierend 291,4900 +23,78% +36,86%
JPMorgan Funds - Europe Equity P... thesaurierend 37,7800 +24,98% +40,87%
JPMorgan Funds - Europe Equity P... ausschüttend 140,1100 +22,12% +35,16%
JPMorgan Funds - Europe Equity P... thesaurierend 171,1600 +24,16% +37,82%
JPMorgan Funds - Europe Equity P... thesaurierend 181,2600 +24,07% +37,79%
JPMorgan Funds - Europe Equity P... thesaurierend 363,9000 +24,06% +37,67%
JPMorgan Funds - Europe Equity P... thesaurierend 359,6400 +25,59% +43,97%
JPMorgan Funds - Europe Equity P... ausschüttend 173,4900 +23,95% +37,48%
JPMorgan Funds - Europe Equity P... thesaurierend 191,1500 +24,41% +37,12%
JPMorgan Funds - Europe Equity P... thesaurierend 260,2400 +23,95% +21,37%
JPMorgan Funds - Europe Equity P... ausschüttend 18,3400 +21,77% +32,57%
JPMorgan Funds - Europe Equity P... thesaurierend 27,3800 +23,78% +35,34%
JPMorgan Funds - Europe Equity P... ausschüttend 21,7900 +23,80% +35,26%
JPMorgan Funds - Europe Equity P... thesaurierend 23,3000 +22,70% +31,49%
JPMorgan Funds - Europe Equity P... thesaurierend 31,9300 +23,62% +19,10%
JPMorgan Funds - Europe Equity P... thesaurierend 336,2400 +25,10% +41,35%

Performance

lfd. Jahr  
+17,16%
6 Monate  
+16,88%
1 Jahr  
+24,41%
3 Jahre  
+37,12%
5 Jahre  
+65,31%
10 Jahre     -
seit Beginn  
+91,15%
Jahr
2023  
+14,09%
2022
  -7,69%
2021  
+33,86%
2020
  -7,84%
2019  
+24,83%
2018
  -13,69%
2017  
+11,39%